The years you spend in retirement are supposed to be your “golden years.” A time to fulfill your dreams. Relax, travel, study, volunteer, or hang out with your family. Basically, a time to do whatever you want to do. But the first step is getting there. Do you have a plan?
In this episode of The Green Zone Podcast, Jeff Green and Lauren Smith cover some of the most frequently asked questions they get about strategic planning for retirement, including:
Most folks would agree the car buying and leasing experiences leave a lot to be desired. The sales spiel, the haggling, the game-playing… it can just feel like such a hassle. But what if it doesn’t have to be?
In this episode of The Green Zone Podcast, Jeff Green and Lauren Smith sit down with Matt McGuire, Owner of LeasePro, an independent auto sales and lease company that provides a truly customer-driven experience. Together, they discuss:
How LeasePro has disrupted the auto sales market to bring cars straight to the buyers
The advantages and disadvantages of leasing versus buying
How Covid affected the auto sales industry and what ripple effects we’re still seeing today, including the skyrocketing prices and supply chain issues
And more!
Note: Raymond James is not affiliated with and does not endorse the services of Matt McGuire or LeasePro.
LeasePro was established in 2010 by Matthew McGuire who is a licensed dealer and auto facilitator in the State of Texas. Matt started this independent auto lease company to provide an experience based entirely on the principles of customer service and value. As a hands-on owner, Matt has been recognized as a top salesperson throughout his career and has received numerous sales and customer service awards. Matt’s 23 years of experience in sales, leasing, and finance of both new and pre-owned vehicles helps solidify LeasePro as an expert in the automotive sales and leasing arena. Matt and his wife Melissa reside in Friendswood and treasure cheering and supporting their 3 active children in various sporting activities.
These days, it feels like everywhere we look, we see messages of doom and gloom. We are constantly being told by the media that the markets, politics and even our safety are at risk. But instead of letting yourself go down a rabbit hole of negativity, Jeff Green and Lauren Smith want to encourage you to remember this: America is still the greatest country in the world. And good things are happening every day, even if they don’t make the headlines in the news.
In this episode of The Green Zone Podcast, Jeff and Lauren discuss:
Why it’s easy to get overwhelmed with negativity and what we can do to combat it
How America’s contentious politics are at the core of who we are as a country
What Plenty and SpaceX have to do with their positive outlook on the future of our nation
Even in turbulent financial times, the one thing you can always count on is a sound financial plan – and advisors who help you pivot with and understand the ever-changing market. In this episode of The Green Zone Podcast, Jeff Green and Lauren Smith talk about the importance of financial planning today with tomorrow in mind.
Jeff and Lauren share:
The true story of a real financial planning client
How the right type of financial planning now can yield results later
Why it’s important to know your retirement goals and values – even if you’re years away
What does it take to make the new year different? How do you hold yourself accountable for the changes you want to make?
In this episode, Jeff Green and Lauren Smith reflect on their past year at Green Financial, and they share their goals for the upcoming year. They also talk about the process of planning, not only for retirement but other financially-demanding times throughout the year.
Jeff and Lauren discuss:
Healthy financial habits for all income scenarios
How to continue your good habits throughout the whole year
Planning for more than just retirement
Why you shouldn’t wait until you’re retired to tackle your bucket list
